I am a service-oriented customer service representative with more than 20+ years of background in retail and sales. My core competencies include, critical thinking, problem solving and collaboration as well as excellent communication and time management skills. I handle tasks with accuracy and efficiency. I am dependable, have a growth mindset and ready to display my skills and capabilities. Authorized to work in the US for any employer
Overview
22
22
years of professional experience
Work History
Client Services Specialist
UBS Financial Service
09.2020 - Current
Answer inbound calls for our internal clients at the branches
Supporting Financial Advisors on the products offered, i.e., mutual funds, investment accounts, etc
Educate clients on account services and capabilities
I Have basic computer troubleshooting skills and can support and document and ticket calls
I Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have strong organisational skills, attention to detail, and excellent follow-up skills
Have a proven ability to thoroughly resolve customer inquiries.
Assistant Branch Manager
Suntrust, Truist Financial
06.2019 - 09.2020
Assessed teller needs at each and every counter, creating schedules for each and every employee
Solving/Administration and performing teller rotation, assisting Tellers in checking cash, receiving checks
for deposits,
Management counting currencies and coins, handling cash to clients against pay orders and bank drafts;
entering all transactions into database, informing clients about returned checks, helping in balancing
cash drawers, and performing related clerical tasks
Ongoing coaching of teammates for continued success and performance
Sales goals and monthly goals
Weekly schedule
Morning branch meetings
Interviewing prospective branch tellers
Over branch operations and retention
Responsibility for success on passing branch audits
Handled complaints
Observed teammate and client interaction for ongoing relationship management
Branch retention/records
Filing scanning,faxing
Microsoft office expertise
Personal Banker
US BANK
10.2018 - 06.2019
Cash checks and pay out money after verifying that signatures are correct, that written and numerical
amounts agree, and that accounts have sufficient funds.Enter customers' transactions into computers
to record transactions and issue computer-generated receipts.Balance currency, coin, and checks in
cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding
machines.Examine checks for endorsements and to verify other information such as dates, bank names,
identification of the persons receiving payments and the legality of the documents.Order a supply of
cash to meet daily needs.Process and maintain records of customer loans.Receive and count daily
inventories of cash, drafts, and travelers' checks.Prepare and verify cashier's checks.Monitor bank vaults
to ensure cash balances are correct.Sort and file deposit slips and checks.Carry out special services for
customers, such as ordering bank cards and checks.Identify transaction mistakes when debits and credits
do not balance.Resolve problems or discrepancies concerning counterarguments.Receive mortgage,
loan, or public utility bill payments, verifying payment dates and amounts due.Explain, promote, or
sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks,
using computerized information about customers to tailor recommendations.Compose, type, and mail
customer statements and other correspondence related to issues such as discrepancies and outstanding
unpaid items.Perform clerical tasks such as typing(35wpm)filing,,copying,scanning
Excel,Microsoft office
Vault Teller
US BANK
02.2017 - 10.2018
Mentored and trained newly hired tellers to familiarize each with job responsibilities and
organizational procedures.Cultivated lasting partnerships, which led to lucrative opportunities as result
of consistently following up with clients and providing exemplary service.Completed comprehensive
tasks by implementing customer service initiatives, audit and restock ATMs and keep record son
accounts.Balanced daily cash deposits and vault inventory with zero error rate.Adhered to regulatory
and company security and audit procedures.Ensured swift resolution of customer issues, utilizing
dynamic research and interpersonal skills.Supervised tellers to verify compliance with both federal and
local regulations.Prepared and securely shipped excess coin and currency to Federal Reserve Bank
or correspondent banks, balanced completed work and compiled inventory reports.Maintained and
monitored coin and currency levels in bank vault and verified coin and currency sums received from
branches, correspondent banks, customers and tellers.Verified, captured and balanced deposits and
audited checks.
01.2010 - 02.2017
Created and implemented marketing and advertising strategies for strategic growth and to support
company's revenue goals
Assessed, optimized and elevated operations to target current and expected
demands
Monitored market conditions to set accurate pricing structures and take advantage of
emerging trends
Maintained functional and neat building areas to meet all business needs and
delivere professional appeal to customers
Promoted business on social media platforms to maximize
brand identity and generate revenue
Established favorable relationships with vendors and contractors,
facilitating contract negotiation and development of marketing and sales strategies.
Stylist
GREAT Clips
02.2006 - 07.2015
Cut and trim hair according to clients' instructions and/or current hairstyles, using clippers, combs, hand-
held blow driers, and scissors.Keep card files on clientele, recording notes of work done, products used
and fees charged after each visit.Recommend and sell lotions, tonics, or other cosmetic supplies.Record
services provided on cashiers' tickets or receive payment from customers.
Education
High school diploma - undefined
Overton High School
Skills
Professional Summary
Skills
I am a service-oriented customer service representative with more than 14 years of Critical
Thinking/ Judgment background in retail and sales My core competencies include, critical thinking,
Problem solving and collaboration as well as excellent communication and time management skills I
Handle tasks with accuracy and efficiency Customer and Personal Service
Debits & Credits
Banking
Hair Styling
Negotiation
Contract Negotiation
Accounts Receivable
Order Picking
Financial Report Writing
Pricing
Bookkeeping
Accounting
General Ledger Accounting
Bank Reconciliation
Office Management
Account Reconciliation
Journal Entries
QuickBooks
Balance Sheet Reconciliation
Microsoft Dynamics GP
Certifications and Licenses
Notary Public
Assessments
Accounting Skills: Bookkeeping — Proficient
March 2019
Measures a candidate's ability to calculate and determine the accuracy of financial data
Full results: Proficient
Verbal Communication — Highly Proficient
May 2019
Measures a candidate's ability to effectively convey information when speaking
Full results: Highly Proficient
Customer Focus & Orientation — Expert
September 2020
Responding to customer situations with sensitivity
Full results: Expert
Attention to Detail — Familiar
Identifying differences in materials, following instructions, and detecting details among distracting
Information
Full results: Familiar
Customer Service — Highly Proficient
Identifying and resolving common customer issues
Filing & Organization — Proficient
November 2020
Arranging and managing information or materials using a set of rules
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued
Customer Service Representative /SME Relationship Manager at UBS Financial ServicesCustomer Service Representative /SME Relationship Manager at UBS Financial Services